Concert Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,092
| Closed | -$303K | – | 87 |
|
|
2017
Q2 | $303K | Sell |
1,092
-3,333
| -75% | -$925K | 0.29% | 101 |
|
|
2017
Q1 | $1.09M | Buy |
4,425
+19
| +0.4% | +$4.7K | 0.25% | 118 |
|
|
2016
Q4 | $1.09M | Sell |
4,406
-2,844
| -39% | -$703K | 0.24% | 118 |
|
|
2016
Q3 | $1.73M | Sell |
7,250
-67
| -0.9% | -$16K | 0.21% | 117 |
|
|
2016
Q2 | $1.8M | Buy |
7,317
+1,097
| +18% | +$270K | 0.24% | 108 |
|
|
2016
Q1 | $1.38M | Buy |
6,220
+2,975
| +92% | +$658K | 0.18% | 141 |
|
|
2015
Q4 | $706K | Buy |
3,245
+159
| +5% | +$34.6K | 0.09% | 272 |
|
|
2015
Q3 | $639K | Buy |
3,086
+273
| +10% | +$56.5K | 0.09% | 288 |
|
|
2015
Q2 | $528K | Sell |
2,813
-176
| -6% | -$33K | 0.07% | 348 |
|
|
2015
Q1 | $274K | Buy |
2,989
+163
| +6% | +$14.9K | 0.08% | 318 |
|
|
2014
Q4 | $543K | Buy |
2,826
+427
| +18% | +$82K | 0.08% | 302 |
|
|
2014
Q3 | $436K | Buy |
2,399
+490
| +26% | +$89.1K | 0.06% | 299 |
|
|
2014
Q2 | $291K | Buy |
1,909
+576
| +43% | +$87.8K | 0.04% | 424 |
|
|
2014
Q1 | $213K | Buy |
+1,333
| New | +$213K | 0.03% | 490 |
|